Insight Wealth Strategies, LLC
CIK: 0001749914Latest portfolio: $872.1M · Q4 2025
Holdings
171
Total Value
$872.1M
New Positions
15
Closed Positions
15
Top Holdings
View All 171 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | CVXCHEVRON CORP NEW | 219,858 | $33.5M | 3.84% | +1K | |
| 2 | LQDISHARES TR | 276,655 | $30.5M | 3.50% | +215K | |
| 3 | VCLTVANGUARD SCOTTSDALE FDS | 398,650 | $30.2M | 3.47% | +8K | |
| 4 | TLTISHARES TR | 320,946 | $28.0M | 3.21% | +7K | |
| 5 | GSIEGOLDMAN SACHS ETF TR | 649,776 | $27.9M | 3.20% | +12K | |
| 6 | DYNFBLACKROCK ETF TRUST | 452,161 | $27.5M | 3.15% | +8K | |
| 7 | KLMNINVESCO EXCH TRADED FD TR II | 223,586 | $26.7M | 3.06% | +4K | |
| 8 | TFLRT ROWE PRICE ETF INC | 483,518 | $24.9M | 2.85% | +26K | |
| 9 | IGLBISHARES TR | 476,471 | $24.0M | 2.76% | +16K | |
| 10 | LVHILEGG MASON ETF INVT | 595,158 | $21.9M | 2.51% | +9K | |
| 11 | QUALISHARES TR | 95,210 | $18.9M | 2.17% | -84 | |
| 12 | PFFISHARES TR | 575,043 | $17.8M | 2.04% | -326,037 | |
| 13 | IDMOINVESCO EXCH TRADED FD TR II | 319,537 | $17.8M | 2.04% | +12K | |
| 14 | EMLCVANECK ETF TRUST | 637,239 | $16.5M | 1.89% | NEW | |
| 15 | JMBSJANUS DETROIT STR TR | 350,856 | $16.0M | 1.84% | NEW | |
| 16 | LRCXLAM RESEARCH CORP | 85,222 | $14.6M | 1.67% | -14,156 | |
| 17 | CDXSIMPLIFY EXCHANGE TRADED FUN | 647,232 | $14.4M | 1.65% | +132K | |
| 18 | TUASIMPLIFY EXCHANGE TRADED FUN | 640,356 | $14.0M | 1.61% | NEW | |
| 19 | XLVSELECT SECTOR SPDR TR | 84,067 | $13.0M | 1.49% | -239 | |
| 20 | VYMVANGUARD WHITEHALL FDS | 90,603 | $13.0M | 1.49% | +811 | |
| 21 | XLCSELECT SECTOR SPDR TR | 108,862 | $12.8M | 1.47% | +2K | |
| 22 | AVUVAMERICAN CENTY ETF TR | 124,779 | $12.7M | 1.46% | -643 | |
| 23 | XMMOINVESCO EXCHANGE TRADED FD T | 91,059 | $12.6M | 1.45% | +1K | |
| 24 | AAPLAPPLE INC | 45,601 | $12.4M | 1.42% | -961 | |
| 25 | USMVISHARES TR | 129,626 | $12.2M | 1.40% | +788 |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1.4588123977804698e+80T)
Healthcare0.0% ($6.326578650965004e+33T)
Industrials0.0% ($5.246509050354676e+27T)
Unknown0.0% ($2.6678365026205895e+21T)
Energy0.0% ($335084973482735680.0T)
Consumer Cyclical0.0% ($64535901455431048.0T)
Communication Services0.0% ($65263.9T)
Consumer Defensive0.0% ($34082.1T)
Utilities0.0% ($5.6B)
Basic Materials0.0% ($6.0M)
Filing History
Fund Information
Insight Wealth Strategies, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $872.1M across 171 holdings. The largest position is CHEVRON CORP NEW (CVX), representing 3.8% of the portfolio. Compared to the previous quarter, the fund opened 15 new positions and closed 15 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.